Soitec stock rises 1.73 percent on photonics guidance upgrade

Published on 09/25/2026 at 11:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Soitec stock traded at EUR 146.65 on September 25, 2026, while its 52-week high stands at EUR 200.50. Q2 growth guidance rose to 50 percent from more than 30 percent.

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Soitec stock (ISIN FR0013227113) rose 1.73 percent to EUR 146.65 on Euronext Paris on September 25, 2026. The move follows a sharp improvement in the company's photonics outlook, with second-quarter fiscal 2026-2027 revenue growth now targeted at 50 percent year over year, compared with more than 30 percent previously, according to MarketScreener.

Photonics changes the growth mix

The revised outlook covers the quarter running from July through September 2026. Soitec said the upgrade reflects faster demand for photonics substrates, better visibility into customer requirements and production flexibility.

That change matters because Soitec serves several semiconductor markets, including mobile communications, automotive and industrial applications, and edge and cloud artificial intelligence. Photonics is increasingly tied to optical connectivity in data centers, giving the company a growth avenue beyond its mature mobile business.

Guidance now carries more weight

The 50 percent target is the second upgrade in six weeks. The comparison with the previous threshold of more than 30 percent gives investors a concrete measure of the change, rather than merely signaling a more positive outlook.

GlobeNewswire reported that Soitec had 35,814,320 ordinary shares as of August 31, 2026 and generated sales of around EUR 600 million in fiscal year 2025-2026. The company describes mobile communications, automotive and industrial, and edge and cloud AI as its three strategic markets.

For investors, the key issue is the durability of photonics demand. A higher near-term growth rate can improve capacity utilization, but the stock market will likely require evidence that customer demand converts into sustained volume and profitability.

Stock stays below its yearly high

At EUR 146.65 on September 25, 2026, Soitec stock stood 26.86 percent below its 52-week high of EUR 200.50 and 547.88 percent above its 52-week low of EUR 22.62. The market capitalization was EUR 5,234,331,522 at the same snapshot.

Soitec has scheduled its half-year fiscal 2026-2027 results for November 18, 2026. That release should provide the next detailed test of the 50 percent second-quarter growth target.